TrendForce provides industry research reports on AI servers and data centers, covering GPU server shipments, CSP capex trends, and liquid cooling adoption.
Reports cover GPU and ASIC server shipment forecasts, hyperscaler capex, and data center build-out dynamics; in-depth tracking of HBM (HBM3e, HBM4) supply-demand balance, market pricing, and vendor competition; alongside analysis of liquid cooling penetration, co-packaged optics (CPO) mass production progress, server CPU demand shifts, and monthly Server DRAM and DIMM contract price updates.
Post-midterm moratorium pledges in key states raise delay risk for 2028+ US data center builds; hyperscalers are best placed to adapt.
Rising CSP capex, AI inference, agentic AI and custom ASICs lift AI server shipments, tighten CPU supply and speed liquid cooling.
Rising CSP capex, AI inference, agentic AI and custom ASICs lift AI server shipments, tighten CPU supply and speed liquid cooling.
Marvell's all-stock Lumentum deal adds InP lasers for electro-optical integration to rival Broadcom; China review and US-China ties are key risks.
Global Server Market – Trends and Outlook for 4Q26
CSP capex fuels AI servers; NVIDIA leads as Rubin follows Blackwell, while ASICs, liquid cooling and HBM4 surge.
Leveraging TrendForce’s extensive research on the AI supply chain, this report expands its focus to high-growth cloud service providers (CSPs). It offers comprehensive medium-to-long-term forecasts fo...
Server DRAM contract prices continued to climb this month, with suppliers keeping strong bargaining power by adjusting product and customer mix. Buyers are rapidly shifting toward low- to mid-capacity...
AI racks drive high-voltage DC and liquid cooling; dual-voltage designs and upgraded thermal modules fuel strong growth.
AI chipmakers are adopting custom HBM as base dies move to advanced logic nodes, strengthening TSMC's role in the HBM supply chain.
US and China CSPs keep expanding AI infrastructure with GPU racks and in-house ASICs, lifting 2027 shipments despite supply risks.
TrendForce has raised the capex forecast for major US and Chinese CSPs. With memory contract prices remaining elevated, memory spending is set to exceed half of total capex, while suppliers are priori...
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Driven by expanding AI clusters and surging bandwidth, the AI networking market will reach US$269.5B by 2027 (92% CAGR from 2024). Growth is extending from back-end networks to high-speed accelerator...
Agentic AI and inference reshape workloads, lifting server CPU demand. Shipments surge as CSP in-house Arm CPUs erode x86 share.
